Financial Solutions Advisor

Talentify; Maysville (KY); On-site; USD 45,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Maysville, KY to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with a focus on ethical, client-centered service.

The role involves traveling within the assigned market to prospect, secure appointments, and deliver comprehensive financial guidance while building lasting relationships and maintaining accurate records.

Qualifications

• Requires high school diploma; degree preferred.
• Experience influencing groups to a decision preferred.
• Demonstrated integrity and regulatory compliance.
• Ability to analyze client financial information.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investments.
• Travel within markets to prospect and network with middle-market clients.
• Arrange in-person meetings to sell, service, and retain clients.
• Prepare for appointments using consultative practices and processes.
• Sell insurance and investment solutions effectively.
• Plan and schedule weekly sales, marketing, and service activities.
• Develop local presence for the Western & Southern Life brand.
• Build community relationships to strengthen market presence.

Skills

Sales ability

Communication

Networking

Client relationships

Ethical conduct

Driver's license

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Maysville, KY to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with a focus on ethical, client-centered service.

The role involves traveling within the assigned market to prospect, secure appointments, and deliver comprehensive financial guidance while building lasting relationships and maintaining accurate records.